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iShares Russell Mid-Cap ETF

1,141 hedge funds and large institutions have $22.9B invested in iShares Russell Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 411 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+23
Holders Change %
+2.06%
% of All Funds
17.99%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
1.01%
New
80
Increased
340
Reduced
411
Closed
45
Calls
$16.1M
Puts
$1.68M
Net Calls
+$14.4M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1101
Bellevue Asset Management
Washington
$20.4K
RPCA
1102
Running Point Capital Advisors
California
$19.6K
SMA
1103
Sage Mountain Advisors
Georgia
$19.5K -$5.55K -76 -22%
MFT
1104
Moisand Fitzgerald Tamayo
Florida
$19.1K
IFAM
1105
Institutional & Family Asset Management
Colorado
$18.7K
PFBT
1106
Parkside Financial Bank & Trust
Missouri
$18.4K
IGWM
1107
ICA Group Wealth Management
Colorado
$18.4K
FFA
1108
Farther Finance Advisors
California
$17.9K +$17.9K +245 New
TFP
1109
Tilia Fiduciary Partners
North Carolina
$17.8K +$17.8K +244 New
MAWA
1110
Moss Adams Wealth Advisors
Washington
$17.5K -$59.3K -812 -77%
TWD
1111
True Wealth Design
Ohio
$17.1K
WIM
1112
Westside Investment Management
California
$16.7K
IPW
1113
Impact Partnership Wealth
Georgia
$16.6K +$16.6K +227 New
GTAM
1114
Global Trust Asset Management
Florida
$16.4K
BFPW
1115
BOK Financial Private Wealth
Colorado
$16.4K
FMP
1116
Financial Management Professionals
Texas
$16K +$16K +221 New
LFA
1117
Legend Financial Advisors
Pennsylvania
$15.8K
MRCM
1118
M&R Capital Management
New Jersey
$14.6K
GCM
1119
Gables Capital Management
Florida
$13.9K
CIR
1120
Clear Investment Research
Georgia
$13.4K -$146 -2 -1%
ME
1121
McIlrath & Eck
Washington
$13.3K
WBC
1122
West Branch Capital
Massachusetts
$11.7K
AssetMark Inc
1123
AssetMark Inc
California
$10.8K
FCA
1124
FinTrust Capital Advisors
South Carolina
$10.2K
SA
1125
SRH Advisors
Kansas
$10.1K